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How do I manage members and roles in ZeroTwo Business?

Open the Members page, send invitation emails, watch pending invites and understand the Owner, Admin and Member roles. Includes what does not work yet.

Updated: 18 hours ago

Workspace owners and admins manage people from Workspace Settings > Members in the ZeroTwo web app. From there you send invitations by email and see who has been invited.

Open the Members page

  1. Open the account menu at the bottom of the sidebar. If the organization is not already active, pick it in the workspace switcher in the menu instead of Personal Account.
  2. Choose Workspace Settings. This entry is only shown to owners and admins.
  3. Select Members.

The page header shows how many members the workspace has. The Users tab lists each person's name and email, their Account type (their role) and the Date added. Use Filter by name to search the list.

Roles

RoleWhat it means
OwnerThe person who set up the workspace. Owners open Workspace Settings, send invitations and manage billing.
AdminHas the same access to Workspace Settings, invitations and billing as an owner.
MemberUses the workspace. Members do not see Workspace Settings.

The Account type column prints the role stored for each person, which can read Admin for the person who set up the workspace. The Members page does not yet have a control for changing someone's role.

Invite people

  1. On the Users tab, choose Invite member.
  2. Type an email address and press Enter. Repeat for each person; you can invite up to 20 at a time. Remove an address with the x on its chip.
  3. Choose Next. ZeroTwo emails each address and shows Invite has been sent.

The dialog shows how many seats are in use, as "N of M users". The Upload CSV button in the dialog does not do anything yet, so type the addresses instead.

Each email's subject reads "<name> invited you to join <workspace> on ZeroTwo Business" and the email has a Join workspace button.

Pending invitations

The Pending invites tab lists the Email, Invited by and Invited date for each invitation sent from the workspace. To remove one from the list, open Member actions on its row and choose Revoke invite. The Pending requests tab always reads "No pending requests".

Not available yet

  • Removing a member. The Remove member item in a member's menu does not take effect yet, and Leave workspace does not either.
  • Uploading a list of invitees. The Upload CSV button does nothing yet.

For the bigger picture, see What is ZeroTwo Business? Seats and credits are covered in How do I manage billing and seats in ZeroTwo Business?

Need more help? Search with the help chat, email us or ask in the ZeroTwo community on Discord.

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